ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 600 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.01 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $13,061,077 | -29.8% | 132,077 | -28.5% | 0.16% | -20.2% |
| Q2 2023 | $18,605,809 | +10.4% | 184,600 | +11.4% | 0.20% | -4.8% |
| Q1 2023 | $16,853,083 | -54.2% | 165,779 | -53.0% | 0.21% | -83.9% |
| Q4 2022 | $36,777,456 | +1141.6% | 352,815 | +987.4% | 1.29% | +1000.9% |
| Q3 2022 | $2,962,000 | -92.8% | 32,445 | -92.1% | 0.12% | -92.9% |
| Q2 2022 | $41,341,000 | +5865.5% | 411,644 | +6247.6% | 1.66% | +6808.3% |
| Q1 2022 | $693,000 | +12.1% | 6,485 | +5.9% | 0.02% | +14.3% |
| Q4 2021 | $618,000 | +10.0% | 6,121 | +2.7% | 0.02% | 0.0% |
| Q3 2021 | $562,000 | -3.4% | 5,958 | -1.1% | 0.02% | -8.7% |
| Q2 2021 | $582,000 | -15.2% | 6,027 | -16.6% | 0.02% | -23.3% |
| Q1 2021 | $686,000 | -29.1% | 7,225 | -34.5% | 0.03% | -33.3% |
| Q4 2020 | $967,000 | +0.7% | 11,028 | -7.6% | 0.04% | -10.0% |
| Q3 2020 | $960,000 | +38.3% | 11,930 | +39.6% | 0.05% | +31.6% |
| Q2 2020 | $694,000 | +13.4% | 8,548 | -0.0% | 0.04% | -9.5% |
| Q1 2020 | $612,000 | -27.3% | 8,551 | -0.4% | 0.04% | -36.4% |
| Q4 2019 | $842,000 | – | 8,588 | – | 0.07% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Titus Wealth Management | 159,714 | $13,493,000,000 | 12.98% |
| Stratford Consulting, LLC | 377,305 | $31,875,000 | 12.14% |
| LBMC INVESTMENT ADVISORS, LLC | 409,632 | $34,606,000 | 5.99% |
| Gunma Bank,Ltd. | 61,000 | $5,153,000 | 5.69% |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 212,277 | $17,933,000 | 5.50% |
| Smart Money Group LLC | 54,996 | $4,646,000 | 4.72% |
| Divergent Wealth Advisors | 145,255 | $12,271,000 | 4.59% |
| Sanchez Wealth Management Group | 54,578 | $4,524,000 | 4.57% |
| Wharton Business Group, LLC | 510,276 | $43,108,000 | 4.46% |
| Keystone Financial Planning, Inc. | 75,169 | $6,350,000 | 3.54% |